Bartlett & Co Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Sell |
549
-102
| -16% | -$10.8K | ﹤0.01% | 632 |
|
|
2025
Q1 | $67.1K | Buy |
651
+2
| +0.3% | +$206 | ﹤0.01% | 603 |
|
|
2024
Q4 | $70.8K | Sell |
649
-133
| -17% | -$14.5K | ﹤0.01% | 589 |
|
|
2024
Q3 | $112K | Hold |
782
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $86.3K | Hold |
782
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $94.5K | Hold |
782
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $81.1K | Buy |
782
+773
| +8,589% | +$80.2K | ﹤0.01% | 607 |
|
|
2023
Q3 | $668 | Buy |
+9
| New | +$668 | ﹤0.01% | 1124 |
|
|
2021
Q3 | – | Sell |
-24
| Closed | -$1.31K | – | 1039 |
|
|
2021
Q2 | $1.31K | Hold |
24
| – | – | ﹤0.01% | 911 |
|
|
2021
Q1 | $1.26K | Hold |
24
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $1.04K | Buy |
+24
| New | +$1.04K | ﹤0.01% | 1041 |
|